Connecting monday.com Board to a SpreadsheetWeb Application for Backend Calculations
In this article, we will show you how to connect a monday.com board to a SpreadsheetWeb application for backend calculations via Make.
This is a two-step example, with the Make scenario including 2 triggers. The objective is to have a data entered in monday.com, triggering a calculation against the SpreadsheetWeb application, which returns a set of calculated output back to the same board in monday.com. In this scenario, the end user will not need to leave monday.com throughout the entire process.
The first step is to create a board with input and output fields matching those in your Excel file.
The next step is to create a web application in SpreadsheetWeb Hub using your Excel workbook. Below, you can see the Excel workbook created for calculating life insurance premiums. Yellow cells are the inputs and Total Premium calculation in cell D13 is the output.
And here is a screenshot from the web application created on SpreadsheetWeb Hub.
When your SpreadsheetWeb Hub application and custom fields on moday.com are ready, go to your Make account and create a scenario.
While adding a trigger, select monday.com as the application.
Then, choose Watch Group Items as the trigger. Create a connection with your monday.com account. Choose the Board ID and Group ID.
The next step is to set up the action, so click on Add another module. Select SpreadsheetWeb Hub as the application. Select Get a Calculated Value. Then, create a connection with your SpreadsheetWeb Hub account. Choose your workspace and application. Select the properties you want to send to the SpreadsheetWeb Hub application to be calculated.
Now, it is time to add the second trigger. Click on Add another module. Select monday.com as the application and Update Column Values of a Specific Item as the action. Create a connection with your monday.com account.
Also, do not forget to assign the calculated values to the corresponding fields. In our example, Total Premium is the calculated value that we want to bring from the SpreadsheetWeb calculation and save into our board in monday.com.
Don’t forget to select the Item ID and match it to the ID from the first monday.com module. This will ensure that the system only updates the row that triggered the workflow with the calculated value from SpreadsheetWeb.Once you have configured your scenario, you should test your example to ensure that everything worksproperly. Click the Run once button to test your scenario.
After testing the scenario, if it is successful, you can activate your scenario using the ON/OFF button.
Make.com also allows you to define when and how often an activated scenario executes. By default, a scenario runs every 15 minutes, but you can customize this as needed from the panel located in the bottom-left of the screen. We recommend configuring this to the lowest value allowed. For example, 15 minutes schedule means it can take up to 15 minutes to get the calculated values reflected in the board after input values are added or updated.
After scheduling and activating your scenario, login to your monday.com account, open the board and create a new item.
Fill in the corresponding properties and save it.
This will trigger the process on Make, and upon refreshing the page you will see the Total Premium field is populated with the correct value.
And this is how you can utilize Make to automate the process of updating back-end calculations on monday.com boards using SpreadsheetWeb for calculations and then updating monday.com fields with the results.